Doliver Advisors
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Doliver Advisors’s Sony SONY Stock Holding History

Doliver Advisors’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.69M Sell
71,724
-1,198
-2% -$27.5K 0.37% 38
2026
Q2 		$1.46M Sell
72,922
-2,829
-4% -$59.6K 0.33% 53
2026
Q1 		$1.57M Buy
75,751
+2,964
+4% +$66.4K 0.36% 46
2025
Q4 		$1.86M Sell
72,787
-771
-1% -$21.6K 0.47% 36
2025
Q3 		$2.12M Sell
73,558
-4,025
-5% -$108K 0.55% 28
2025
Q2 		$2.02M Sell
77,583
-406
-0.5% -$10.2K 0.55% 31
2025
Q1 		$1.98M Sell
77,989
-5,741
-7% -$133K 0.56% 28
2024
Q4 		$1.77M Sell
83,730
-450
-0.5% -$8.76K 0.49% 33
2024
Q3 		$1.63M Sell
84,180
-2,510
-3% -$45.7K 0.45% 40
2024
Q2 		$1.47M Buy
86,690
+3,455
+4% +$57.1K 0.41% 42
2024
Q1 		$1.43M Buy
83,235
+60
+0.1% +$1.1K 0.4% 43
2023
Q4 		$1.58M Sell
83,175
-3,650
-4% -$63.3K 0.48% 34
2023
Q3 		$1.43M Buy
86,825
+8,855
+11% +$155K 0.43% 33
2023
Q2 		$1.4M Sell
77,970
-345
-0.4% -$6.47K 0.43% 41
2023
Q1 		$1.42M Buy
78,315
+1,285
+2% +$22.3K 0.45% 35
2022
Q4 		$1.18M Sell
77,030
-500
-0.6% -$7.47K 0.39% 41
2022
Q3 		$993K Buy
77,530
+2,945
+4% +$47.2K 0.37% 46
2022
Q2 		$1.22M Buy
74,585
+1,625
+2% +$28.8K 0.43% 40
2022
Q1 		$1.5M Buy
72,960
+1,115
+2% +$24.2K 0.47% 34
2021
Q4 		$1.57M Buy
71,845
+4,130
+6% +$98.3K 0.49% 33
2021
Q3 		$1.5M Buy
67,715
+24,950
+58% +$522K 0.5% 33
2021
Q2 		$832K Buy
42,765
+15,880
+59% +$322K 0.28% 63
2021
Q1 		$570K Buy
26,885
+1,720
+7% +$36.3K 0.21% 75
2020
Q4 		$509K Buy
25,165
+4,200
+20% +$73K 0.23% 76
2020
Q3 		$322K Buy
20,965
+3,650
+21% +$56.8K 0.16% 107
2020
Q2 		$239K Buy
+17,315
New +$225K 0.11% 115
2020
Q1 		– Sell
-14,740
Closed -$200K – 186
2019
Q4 		$200K Buy
+14,740
New +$184K 0.08% 108

Other funds holding SONY

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Doliver Advisors's SONY Position: Q3 2026 in Review

Doliver Advisors reduced its Sony (SONY) stake by 1.6% in Q3 2026, selling an estimated $27.5K and leaving 71,724 shares worth $1.69M. The position accounts for 0.37% of the portfolio, ranked #38.

Doliver Advisors first reported a position in SONY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.12M in Q3 2025. 204 funds tracked by Wall St. Rank hold SONY as of Q3 2026.

  • Doliver Advisors held 71,724 shares of Sony worth $1.69M as of Q3 2026.
  • Doliver Advisors sold 1,198 Sony shares in Q3 2026, an estimated $27.5K.
  • Sony made up 0.37% of Doliver Advisors's portfolio in Q3 2026, its #38 holding.
  • Doliver Advisors first reported a position in Sony in Q4 2019 and has held it in 27 quarters since.
  • Doliver Advisors's Sony position peaked at $2.12M in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Sony as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.